United Capital Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
17,089
+1,404
| +9% | +$46.4K | ﹤0.01% | 741 |
|
|
2025
Q1 | $537K | Sell |
15,685
-271
| -2% | -$9.27K | ﹤0.01% | 721 |
|
|
2024
Q4 | $512K | Buy |
15,956
+2,294
| +17% | +$73.7K | ﹤0.01% | 723 |
|
|
2024
Q3 | $512K | Buy |
13,662
+1,357
| +11% | +$50.9K | ﹤0.01% | 718 |
|
|
2024
Q2 | $411K | Buy |
12,305
+2,837
| +30% | +$94.8K | ﹤0.01% | 752 |
|
|
2024
Q1 | $290K | Sell |
9,468
-13,015
| -58% | -$399K | ﹤0.01% | 883 |
|
|
2023
Q4 | $749K | Buy |
+22,483
| New | +$749K | 0.01% | 628 |
|
|
2018
Q4 | – | Sell |
-9,285
| Closed | -$215K | – | 1337 |
|
|
2018
Q3 | $215K | Sell |
9,285
-1,477
| -14% | -$34.2K | ﹤0.01% | 1230 |
|
|
2018
Q2 | $1.31M | Sell |
10,762
-1,928
| -15% | -$235K | 0.01% | 695 |
|
|
2018
Q1 | $1.5M | Sell |
12,690
-936
| -7% | -$111K | 0.01% | 661 |
|
|
2017
Q4 | $1.32M | Sell |
13,626
-1,314
| -9% | -$128K | 0.01% | 714 |
|
|
2017
Q3 | $1.32M | Sell |
14,940
-2,407
| -14% | -$213K | 0.01% | 699 |
|
|
2017
Q2 | $1.58M | Sell |
17,347
-2,994
| -15% | -$273K | 0.01% | 636 |
|
|
2017
Q1 | $1.99M | Buy |
20,341
+1,270
| +7% | +$124K | 0.02% | 575 |
|
|
2016
Q4 | $1.73M | Sell |
19,071
-6,993
| -27% | -$634K | 0.02% | 599 |
|
|
2016
Q3 | $2.38M | Buy |
26,064
+19,171
| +278% | +$1.75M | 0.02% | 545 |
|
|
2016
Q2 | $669K | Sell |
6,893
-80
| -1% | -$7.76K | 0.01% | 842 |
|
|
2016
Q1 | $633K | Buy |
6,973
+655
| +10% | +$59.5K | 0.01% | 813 |
|
|
2015
Q4 | $589K | Buy |
6,318
+2,123
| +51% | +$198K | 0.01% | 849 |
|
|
2015
Q3 | $332K | Buy |
4,195
+151
| +4% | +$12K | ﹤0.01% | 1033 |
|
|
2015
Q2 | $295K | Sell |
4,044
-3
| -0.1% | -$219 | ﹤0.01% | 1072 |
|
|
2015
Q1 | $302K | Buy |
4,047
+496
| +14% | +$37K | ﹤0.01% | 1069 |
|
|
2014
Q4 | $255K | Buy |
+3,551
| New | +$255K | ﹤0.01% | 1023 |
|